To ensure that we can best prepare for this meeting, please upload the following documents to your ACT Wealth Access vault for review.

  • current income (gross amount or copy of paystub)
  • investment statements (not needed if accounts are linked in the system)
  • most recent tax return
  • split dollar illustration or pension details if applicable
  • social security statement

Should you encounter any issues uploading these documents, please do not hesitate to reach out to Gracie for assistance at or at (828) 398-2802.